PKS Advisory Services’s First Trust NYSE Arca Biotechnology Index Fund FBT Stock Holding History

PKS Advisory Services’s Portfolio FBT Stock Details FBT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$447K	Buy	2,228 +80	+4%	+$16.5K	0.1%	170
2025 Q4	$444K	Buy	2,148 +393	+22%	+$78.5K	0.1%	167
2025 Q3	$315K	Buy	1,755 +89	+5%	+$15.2K	0.07%	189
2025 Q2	$269K	Hold	1,666	–	–	0.07%	216
2025 Q1	$283K	Buy	1,666 +155	+10%	+$26.9K	0.08%	193
2024 Q4	$251K	Buy	+1,511	New	+$258K	0.06%	206

Other funds holding FBT

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

PKS Advisory Services's FBT Position: Q1 2026 in Review

PKS Advisory Services increased its First Trust NYSE Arca Biotechnology Index Fund (FBT) stake by 3.7% in Q1 2026, buying an estimated $16.5K and bringing the position to 2,228 shares worth $447K. The position accounts for 0.1% of the portfolio, ranked #170.

PKS Advisory Services first reported a position in FBT in Q4 2024 and has held it in 6 quarters since. 307 funds tracked by Wall St. Rank hold FBT as of Q1 2026.

PKS Advisory Services held 2,228 shares of First Trust NYSE Arca Biotechnology Index Fund worth $447K as of Q1 2026.
PKS Advisory Services bought 80 First Trust NYSE Arca Biotechnology Index Fund shares in Q1 2026, an estimated $16.5K.
First Trust NYSE Arca Biotechnology Index Fund made up 0.1% of PKS Advisory Services's portfolio in Q1 2026, its #170 holding.
PKS Advisory Services first reported a position in First Trust NYSE Arca Biotechnology Index Fund in Q4 2024 and has held it in 6 quarters since.
307 funds tracked by Wall St. Rank held First Trust NYSE Arca Biotechnology Index Fund as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.